Schwab Monthly Income Fund - Moderate Payout (SWJRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWJRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWJRX
SWJRX charges 0.00% annually. No mutual funds in the Diversified Portfolio category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | SWJRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SWJRX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | SWJRX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SWJRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SWJRX vs BWBIX |
Best Risk-Adjusted Alternatives to SWJRX
SWJRX has a PortfoliosLab risk / return rank of 91. There are 22 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | SWJRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SWJRX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SWJRX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | SWJRX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | SWJRX vs FSRRX |
Top Performing SWJRX Alternatives (YTD)
SWJRX is at 8.59% YTD. There are 131 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | SWJRX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | SWJRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | SWJRX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | SWJRX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | SWJRX vs BRUFX |
Lowest Volatility Alternatives to SWJRX
SWJRX has 5.77% 1-year volatility. There are 82 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | SWJRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SWJRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | SWJRX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | SWJRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SWJRX vs CSTAX |
Lowest Drawdown Alternatives to SWJRX
SWJRX has a 1-year max drawdown of -4.55%. There are 98 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | SWJRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SWJRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SWJRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SWJRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SWJRX vs CSTAX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $247B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 63 | 9.35% | 144.34B | May 1997 | SWJRX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.33B | Apr 1992 | SWJRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 9.82% | 44.09B | Jun 1999 | SWJRX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.51% | 4.75B | Dec 2017 | SWJRX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 69 | 12.67% | 14.81B | May 1997 | SWJRX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | -0.73% | 8.24B | — | SWJRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 60 | 9.62% | 22.19B | Apr 1991 | SWJRX vs SNXFX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 96 | 17.37% | 13.18B | Apr 2007 | SWJRX vs SFLNX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 18 | 3.77% | 598.86M | Oct 2005 | SWJRX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 79 | 19.46% | 7.55B | May 1997 | SWJRX vs SWSSX |
Often Compared With SWJRX
Investors most often compare SWJRX with SWKRX, SWLRX, SCHD. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SWJRX with Any Fund or Stock
Compare SWJRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWJRX with funds that move differently
Schwab Monthly Income Fund - Moderate Payout alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWJRX.
Explore SWJRX Diversifiers